Money Management

Money management is the process of developing and monitoring a portfolio to meet your short-term and long-term goals and objectives.

In portfolio design and implementation, we believe asset allocation and diversity is of primary importance. Research has shown that the asset allocation decision has by far the most significant impact on overall performance. One study* suggested that over 90% of variation in returns is due to asset allocation, while market timing or stock selection makes little difference.

Actual returns of clients' portfolios vary depending on their overall allocation, timing of investments or contributions, and specific investment selection. We are able to provide existing money management clients with a summary of their annual return since the client started working with us.

*Source: Financial Analysts Journal, May/June 1991

For a printable overview of our asset management services, please click here.

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